Investment Management

Investment Management Products/Services:

Through our relationship with many firms, including the following, our advisors are able to offer the most appropriate products and services to each client, tailored to their own financial needs.  Securities and investment advisory services offered exclusively through HTK.


Our Broker/Dealer

 

 


401(k) Plan Providers

Transamerica

 


Managed Money

Manning & napier advisors, inc.

Mutual Fund Families

 

American funds
JPMorgan asset management
Oppenheimer funds

Click here to view a complete list of mutual fund families offered.

 


 529 Providers

 

Oppenheimer funds  

Click here to view complete list of 529 providers offered.